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Disclosery

WHITTIER TRUST CO: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WHITTIER TRUST CO on SCHW, newest first. How the timeline and the estimate are built.

WHITTIER TRUST CO held 383,423 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 383,423 shares
    Change vs previous 13F -1,458 shares

    0.38% of the 13F portfolio, value $38,580,046.

    13F-HR 0001999371-26-016070 filed by WHITTIER TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 384,881 shares
    Change vs previous 13F +14,538 shares

    0.4% of the 13F portfolio, value $35,790,116.

    13F-HR 0001999371-26-009263 filed by WHITTIER TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 370,343 shares
    Change vs previous 13F -3,836 shares

    0.42% of the 13F portfolio, value $38,356,421.

    13F-HR 0001999371-26-001643 filed by WHITTIER TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 374,179 shares
    Change vs previous 13F -6,112 shares

    0.4% of the 13F portfolio, value $35,202,758.

    13F-HR 0001999371-25-016642 filed by WHITTIER TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 380,291 shares
    Change vs previous 13F +11,297 shares

    0.42% of the 13F portfolio, value $34,697,276.

    13F-HR 0001999371-25-010244 filed by WHITTIER TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 368,994 shares
    Change vs previous 13F +167,815 shares

    0.4% of the 13F portfolio, value $28,884,403.

    13F-HR 0001999371-25-005288 filed by WHITTIER TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 201,179 shares
    Change vs previous 13F -8,728 shares

    0.2% of the 13F portfolio, value $14,889,232.

    13F-HR 0001839882-25-008230 filed by WHITTIER TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 209,907 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $13,604,044.

    13F-HR 0001999371-24-013629 filed by WHITTIER TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).